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ACESX vs FBONX
ACESX vs FBONX Comparison
Open Charts ACESX vs FBONX
Invesco Equity and Income R
Price$11.39
Change-$0.11 (-0.96%)
VolumeN/A
Net Assets12.75B
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
ACESX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. ACESX (12.7B). FBONX pays higher dividends than ACESX: FBONX (1.97) vs ACESX (1.59). ACESX was incepted earlier than FBONX: ACESX (23 years) vs FBONX (5 years). ACESX (1.03) is less costly to investors than FBONX (0.30). ACESX is a more actively managed with annual turnover of: 139.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than ACESX: FBONX (250) vs ACESX (1000). FBONX annual gain was more profitable for investors over the last year : 9.08 vs. ACESX (-0.11). FBONX return over 5 years is better than : 43.48 vs. ACESX (15.76).
| ACESX | FBONX | ACESX / FBONX | |
| Total Expense Ratio | 1.02 | 0.30 | 340% |
| Annual Report Gross Expense Ratio | 1.03 | 0.30 | 343% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 9.554 | 15.092 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 269B | 5% |
| Annual Yield % from dividends | 1.59 | 1.97 | 81% |
| Returns for 1 year | -0.11 | 9.08 | -1% |
| Returns for 3 years | 13.67 | 44.58 | 31% |
| Returns for 5 years | 15.76 | 43.48 | 36% |
| Returns for 10 years | 28.21 | N/A | - |
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